Neal Gerber Eisenberg (NGE) added Jeffrey “Jeff” D. Glickman as a partner in its private wealth practice group.
Glickman provides extensive estate planning, wealth transfer techniques and trust administration strategies. Glickman’s significant tax strategy experience informs his ability to distill the nuances of complex financial planning. His practice involves constructing comprehensive estate plans to evolve alongside a client’s business and personal interests, advising clients through business ownership transfers and partnering with corporate trustees to establish efficient trust and succession planning strategies.
“We are delighted to welcome Jeff to NGE,” Robert G. Gerber, managing partner of NGE, said. “His background in tax-focused estate planning and his experience advising clients and corporate trustees on sophisticated trust and wealth‑transfer matters complement the strengths of our private wealth practice. Jeff is well-regarded for his thoughtful, detail‑oriented approach and we look forward to the perspective he brings as he joins our partnership.”
A highly respected practitioner, Glickman is licensed to practice law in Illinois and Florida, frequently assisting clients establish residency in the latter. His accounting insight, shaped by experience as a CPA and former tax accountant, informs his approach to trust structures; Glickman drafts several types of trusts, including revocable, irrevocable, dynasty, charitable and insurance. He also prepares modifications to existing trust instruments, including nonjudicial settlement agreements and trust decantings. He skillfully assists clients in navigating the intricacies of wills and gift tax returns, as well as corporate, partnership and estate tax filings in both Illinois and Florida.
“Jeff is bringing very specific and beneficial expertise to our practice group,” Larry Richman, chair of the firm’s private wealth practice group, said. “His experience and business approach are valuable assets to our firm and our clients. I’m looking forward to working with him as he expands his career with NGE.”
Glickman graduated cum laude from Northwestern University School of Law and holds an M.A.S and B.S. in accounting from the University of Illinois at Urbana-Champaign. He is active in Chicago’s legal community as a member of The Chicago Bar Association and the Chicago Estate Planning Council, an organization with the goal of supporting professionals in seamless and informed estate planning.
